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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 82-5320133 | Recordkeeping | $10,000 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,122 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,087 | $59,191-42.4% | $76,767-55.6% | $56,289-39.4% |
| Participation rate | 68.3% | 75.2%-6.9pp | 77.0%-8.7pp | 69.9%-1.6pp |
| Annual return | 77.34% | 6.62%+70.7pp | 2.43%+74.9pp | -9.96%+87.3pp |
| Employer contribution / active EE | $504 | $1,759-71.4% | $2,485-79.7% | $2,111-76.1% |
| Participant deferral / active EE | $1,470 | $3,255-54.8% | $3,852-61.8% | $3,350-56.1% |
| Admin fee / account holder | $190 | $489-61.2% | $6,675-97.2% | $521-63.6% |